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Stephens Inc’s MSCI MSCI Stock Holding History

Stephens Inc’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Buy
3,309
+302
+10% +$170K 0.02% 498
2025
Q4 		$1.73M Sell
3,007
-265
-8% -$149K 0.02% 511
2025
Q3 		$1.86M Buy
3,272
+106
+3% +$59.9K 0.02% 506
2025
Q2 		$1.83M Buy
3,166
+3
+0.1% +$1.66K 0.03% 484
2025
Q1 		$1.79M Sell
3,163
-105
-3% -$61K 0.03% 495
2024
Q4 		$1.96M Sell
3,268
-35
-1% -$21K 0.03% 449
2024
Q3 		$1.93M Buy
3,303
+1,001
+43% +$543K 0.03% 452
2024
Q2 		$1.11M Buy
2,302
+1,800
+359% +$893K 0.02% 561
2024
Q1 		$281K Sell
502
-10
-2% -$5.62K ﹤0.01% 1028
2023
Q4 		$290K Buy
512
+16
+3% +$8.26K 0.01% 945
2023
Q3 		$254K Buy
+496
New +$261K ﹤0.01% 953
2023
Q2 		– Sell
-395
Closed -$221K – 1267
2023
Q1 		$221K Sell
395
-40
-9% -$21.2K ﹤0.01% 991
2022
Q4 		$202K Sell
435
-122
-22% -$56.8K ﹤0.01% 1009
2022
Q3 		$235K Sell
557
-1
-0.2% -$458 0.01% 982
2022
Q2 		$230K Sell
558
-413
-43% -$180K ﹤0.01% 1020
2022
Q1 		$488K Sell
971
-7,520
-89% -$3.9M 0.01% 818
2021
Q4 		$5.2M Sell
8,491
-8
-0.1% -$5.02K 0.08% 262
2021
Q3 		$5.17M Sell
8,499
-686
-7% -$419K 0.08% 263
2021
Q2 		$4.9M Buy
9,185
+232
+3% +$111K 0.07% 271
2021
Q1 		$3.75M Sell
8,953
-2,629
-23% -$1.1M 0.06% 307
2020
Q4 		$5.17M Buy
11,582
+241
+2% +$94.6K 0.09% 232
2020
Q3 		$4.05M Sell
11,341
-2,273
-17% -$825K 0.08% 245
2020
Q2 		$4.54M Buy
13,614
+314
+2% +$102K 0.1% 220
2020
Q1 		$3.84M Buy
13,300
+1,732
+15% +$491K 0.1% 211
2019
Q4 		$2.99M Sell
11,568
-266
-2% -$64.8K 0.06% 320
2019
Q3 		$2.58M Buy
+11,834
New +$2.74M 0.06% 338

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Stephens Inc's MSCI Position: Q1 2026 in Review

Stephens Inc increased its MSCI (MSCI) stake by 10% in Q1 2026, buying an estimated $170K and bringing the position to 3,309 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #498.

Stephens Inc first reported a position in MSCI in Q3 2019 and has held it in 26 quarters since. The position peaked at $5.2M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Stephens Inc held 3,309 shares of MSCI worth $1.78M as of Q1 2026.
  • Stephens Inc bought 302 MSCI shares in Q1 2026, an estimated $170K.
  • MSCI made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #498 holding.
  • Stephens Inc first reported a position in MSCI in Q3 2019 and has held it in 26 quarters since.
  • Stephens Inc's MSCI position peaked at $5.2M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.